Miscellaneous information

Informations - Versement Complémentaire

Regulatory information concerning the € fund

For 2020:

Pursuant to Articles L132-22 and A132-7 of the Insurance Code as amended by the Pacte Act of 22 May 2019:

  • For contracts open for subscription on 31/12/2020 (Lifinity Europe (FR), Lifinity Europe Capi (FR), Lifinity Europe (LU), Lifinity Europe Capi (LU), Lifinity Europe (MC) and Lifinity Europe Capi (MC)), the average guaranteed return over 2020 is 0% and the average rate of profit sharing is 1.88%
  • For contracts that are no longer open for subscription on 31/12/2020 (Borea Invest, Borea Invest (FR) and Borea Invest Capi (FR)), the average guaranteed return over 2020 is 0% and the average rate of profit sharing is 1.96%.

For 2019:

Pursuant to Article L132-22 of the French Insurance Code as amended by the Pacte Act of 22 May 2019:

  • For contracts open for subscription on 31/12/2019 (Lifinity Europe (FR), Lifinity Europe Capi (FR), Lifinity Europe (LU), Lifinity Europe Capi (LU), Lifinity Europe (MC) and Lifinity Capi (MC)), the average guaranteed return for 2019 is 0.25% and the average profit sharing rate is 2.25%.
  • For contracts that are no longer open for subscription on 31/12/2019 (Borea Invest, Borea Invest (FR) and Borea Invest Capi (FR)), the average guaranteed return over 2019 is 0.25% and the average rate of profit sharing is 2.25%.